ERn Financial LLC’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $558K | Sell |
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|
2025
Q2 | $519K | Sell |
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2025
Q1 | $530K | Sell |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $428K | Buy |
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